Broker Check

Will Rogers said "The difference between Death and Taxes is death doesn’t get worse every time Congress meets."

Join Doug Ray of The Wealth Guardians Radio Show for a complimentary educational workshop. Learn everything you need to know about TAXES in Retirement and strategies that could impact your retirement finances. Take the guess work out of one of the most important decisions affecting your financial future.

In This One-Hour Workshop You Will Learn:

  • The tax rules we live under & misconceptions about taxes in retirement
  • The tools & strategies available to middle income retirees
  • The difference between deductions, exemptions & credits
  • How the IRS views provisional gains & capital gains vs. ordinary income
  • What the impact of RMDs are & potential options available
  • A key strategy to use a Roth conversion & save thousands in taxes
  • How Roths can minimize your Social Security taxes & lower Medicare B premiums
  • Review a case study illustrating the Real Tax System
  • Learn how you could pocket more in retirement & save thousands in taxes

Select a time that best fits your schedule then RSVP for you and a guest.

There is no cost or obligation but you must reserve your seats by calling:
336-391-3409 or register online by clicking on this link:

Tuesday, August 8th
6:30 pm
Thursday, August 10th
6:30 pm

Broyhill Conference Center
at The Historic Broyhill  
3540 Clemmons Road | Clemmons, NC 27102

Seating is limited. Please call to reserve your seat today!